linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael J Geraghty

Blbb Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael J Geraghty

Michael Geraghty is a financial advisor with Blbb Advisors. Michael has been working in the financial services industry since March 2014. Michael is registered in Pennsylvania. Michael has passed Series 7, 55, 63, 86, 87 and SIE exams. Michael holds the Chartered Financial Analyst designation.

Firm Information

Michael Geraghty is currently registered with Blbb Advisors. Blbb Advisors is an investment advisor registered with the SEC. The firm has been providing financial planning, pension consulting, and educational seminars to clients since its founding. They also offer selection of other advisors and portfolio management for individuals. Blbb Advisors manages approximately $2.3 billion in assets for a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Blbb Advisors

103 MONTGOMERY AVENUE

MONTGOMERYVILLE, PA 18936

$2.30B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Geraghty’s Registration & Firm History

PA

02/27/2024 - Present

Blbb Advisors (MONTGOMERYVILLE PA)

PA

08/09/2022 - 08/24/2023

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

PA

03/26/2014 - 08/08/2022

BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)

Not sure if Michael J Geraghty is right for you?

Licenses & Designations

BC

Issued 04/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/02/2014

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/23/2014

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael J Geraghty.
Not sure if Michael J Geraghty is right for you?